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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,994 | $71,230+29.1% | $93,727-1.8% | $80,959+13.6% |
| Participation rate | 47.1% | 60.4%-13.3pp | 68.7%-21.7pp | 67.7%-20.6pp |
| Annual return | 12.20% | 11.26%+0.9pp | 133.83%-121.6pp | 35.67%-23.5pp |
| Employer contribution / active EE | $691 | $1,565-55.9% | $2,421-71.5% | $2,757-75.0% |
| Participant deferral / active EE | $5,205 | $4,037+28.9% | $4,417+17.8% | $4,300+21.0% |
| Admin fee / account holder | $7,016 | $6,961+0.8% | $8,292-15.4% | $6,925+1.3% |